See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HINDS FINANCIAL1 year Service code 27 · EIN 32-0109994 | Advisory (Plan) | $11,402 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $4,461 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,035 | $93,571+341.4% | $135,903+203.9% | $75,163+449.5% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 21.82% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $13,677 | $3,537+286.7% | $4,856+181.6% | $2,670+412.3% |
| Participant deferral / active EE | $13,676 | $6,404+113.5% | $7,758+76.3% | $4,125+231.5% |
| Admin fee / account holder | $115,996 | $6,975+1562.9% | $10,762+977.8% | $5,651+1952.7% |